The Account Overview pages allow for TaxBit Dashboard users to visualize all of the data for an account, along with forms associated with that account.
Common Scenarios the Account Overview Page Supports
- Accessing Information Returns or Tax Documentation for a given Account.
- UMC Users can view a previously delivered recipient copy of the information return (i.e. 1099)
- UMC Users can query transaction details on an information return. UMC Users can generate a Form W-9 (if our W-9 Module is used and the individual has submitted a W-9) to view the personal information provided by the account holder.
- Reviewing an individual’s PII information.
- Comparing Account data on file to your own system or against TIN Match and Tax Documentation Reports (spot-checking).
- Ensuring the Name, address, email, and TIN on file are accurate.
- Reviewing assets currently held, or specific transactions for the Account.
- Review raw details about a transaction, including the type of transaction, Date, ID, quantity out, quantity in, cost basis, fees, and the resulting gains or losses (if applicable).
- Review a summary of each asset held and what quantity is held.
Account Information
The account information section contains all personal identifiable information for the specific account.
Tax Forms and Tax Documentation
The Tax Form and Tax Documentation sections allow you to filter by the year and download your available tax forms.
Top Asset balances
The Top Asset Balance shows you the quantity of held assets by quantity. By selecting “View All” you will be taken to the Assets Tab to view all of your digital asset holdings.
Recent Transactions
The Recent Transactions section shows your last 6 transactions to date and the ability to export a CSV of your entire transaction history . Selecting “View All” in the top right corner will bring you to the Transactions Tab to view your total transaction history and also see each transaction's details.
Still have questions? Please reach out to us directly using the Submit a Request form in the top-right of your screen, or email help@taxbit.com and we'd love to help you out!
Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.
Keywords
Account Overview
Overview Page
Accounts Overview Page Summary